+679.2%
CRS vs OVV
+49.8%
+629.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.2% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -16.6% | +11.7% | -28.4% | -19.4% |
| 3M | -3.5% | +9.8% | -13.3% | -6.6% |
| 6M | +15.4% | +26.6% | -11.1% | +4.4% |
| YTD | +51.2% | +67.0% | -15.8% | +22.1% |
| 1Y | +98.3% | +55.9% | +42.4% | +63.3% |
| All | +679.2% | +49.8% | +629.4% | +509.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling